| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 183,268 | 14,938,000 | 44.00% | ||
| 2 | ProVise Management Group, LLC | 56,554 | 4,610,000 | 13.58% | ||
| 3 | UBS AG | 53,585 | 4,368,000 | 12.87% | ||
| 4 | STIFEL FINANCIAL CORP | 27,225 | 2,219,000 | 6.54% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 26,771 | 2,182,000 | 6.43% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,568 | 1,513,000 | 4.46% | ||
| 7 | WELLS FARGO & COMPANY/MN | 11,972 | 976,000 | 2.87% | ||
| 8 | B. Riley Wealth Advisors, Inc. | 10,460 | 853,000 | 2.51% | ||
| 9 | KMS FINANCIAL SERVICES, INC | 10,377 | 846,000 | 2.49% | ||
| 10 | MORGAN STANLEY | 7,446 | 607,000 | 1.79% | ||
| 11 | LPL Financial LLC | 5,222 | 426,000 | 1.25% | ||
| 12 | Hartford Financial Management Inc. | 2,450 | 199,000 | 0.59% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,350 | 110,000 | 0.32% | ||
| 14 | WFG Advisors, LP | 686 | 56,000 | 0.16% | ||
| 15 | ROYAL BANK OF CANADA | 175 | 14,000 | 0.04% | ||
| 16 | BENJAMIN F. EDWARDS & COMPANY, INC. | 150 | 12,000 | 0.04% | ||
| 17 | Creative Planning | 150 | 12,000 | 0.04% | ||
| 18 | CITIGROUP INC | 110 | 9,000 | 0.03% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
